Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Based on your filters
Janet M
Series 63, Series 66
Issaquah, WA
Raymond James Financial
Janet Mc Ghee is a financial advisor with Raymond James Financial in Issaquah, WA, holding Series 63 and Series 66 credentials and eight years of industry experience. Her prior roles include positions at Equitable Advisors, LLC, Hall & Dornan Capital Partners, and Neat Method. She serves as a co-trustee of Mother's Trust, Viola Bowie. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base ranging from individuals to institutional clients. The firm offers tailored, non-discretionary planning and supports advisory programs, with capabilities in municipal and public finance as well as specialized employer advisory services.
Tari S
Series 63, Series 66
Issaquah, WA
Raymond James Financial
Tari Sheffer is a financial advisor at Raymond James Financial with 26 years of industry experience. Her prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. She is also an associate with Hall & Dornan Capital Partners, where she provides client service support. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm emphasizes tailored, non-discretionary planning supported by analytical tools and maintains unique affiliations in municipal advisory and customized retirement plan consulting.
Yvonne H
CFP®, Series 63, Series 65
Issaquah, WA
Raymond James Financial
Yvonne Hall is a CFP® credentialed financial advisor with 33 years of industry experience. She is currently with Raymond James Financial Services Advisors, Inc., having joined in 2023, and previously worked at Wells Fargo Advisors and Wells Fargo Clearing for a combined 14 years. Outside the financial industry, she is the proprietor of Yondi's Yoga, where she holds a 500-hour yoga teacher certification and teaches yoga sessions periodically via Zoom. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, corporations, and institutional investors. The firm provides tailored, non-discretionary planning and consulting using various analytical tools and supports its clients through advisory programs and external providers.
Maegan D
CFP®, Series 66
Issaquah, WA
Raymond James Financial
Maegan Dornan is a CFP® professional with 10 years of industry experience, currently affiliated with Raymond James Financial in Issaquah, WA. She has worked at Wells Fargo-related firms for 10 years before joining Raymond James Financial Services Advisors, Inc. and Hall & Dornan Capital Partners, where she serves as managing partner. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting supported by analytical modeling and also maintains unique affiliations in municipal and public finance.
Alexander K
Series 66
Issaquah, WA
Raymond James Financial
Alexander Kye is a financial advisor with Raymond James Financial in Issaquah, WA, holding a Series 66 designation and having two years of industry experience. Prior to joining Raymond James, he worked at Equitable Advisors and has experience in various roles including at Beacon Hill Staffing and in the hospitality sector. Outside of his advisory work, he is employed as an associate at Hall & Dornan Capital Partners, supporting financial advisors with client communications and trade processing. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individual, institutional, and nonprofit clients. The firm utilizes analytical tools and risk profiling to tailor non-discretionary investment consulting and supports a broad network of advisors with various specialized programs.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")
Finding advisors...
Find a financial advisor
Based on your filters